BCM Advisors’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.01M	Hold	7,001	–	–	0.64%	28
2025 Q1	$2.27M	Sell	7,001 -42	-0.6%	-$13.6K	0.51%	32
2024 Q4	$2.53M	Sell	7,043 -13	-0.2%	-$4.67K	0.56%	32
2024 Q3	$2.66M	Buy	7,056 +56	+0.8%	+$21.1K	0.61%	27
2024 Q2	$2.32M	Sell	7,000 -70	-1%	-$23.2K	0.55%	28
2024 Q1	$2.57M	Buy	7,070 +70	+1%	+$25.4K	0.65%	26
2023 Q4	$2.13M	Hold	7,000	–	–	0.56%	28
2023 Q3	$1.64M	Hold	7,000	–	–	0.49%	29
2023 Q2	$1.79M	Hold	7,000	–	–	0.48%	29
2023 Q1	$1.52M	Hold	7,000	–	–	0.41%	30
2022 Q4	$1.77M	Hold	7,000	–	–	0.49%	28
2022 Q3	$1.54M	Hold	7,000	–	–	0.45%	30
2022 Q2	$1.27M	Hold	7,000	–	–	0.35%	34
2022 Q1	$1.52M	Hold	7,000	–	–	0.4%	25
2021 Q4	$1.41M	Hold	7,000	–	–	0.36%	27
2021 Q3	$1.39M	Hold	7,000	–	–	0.37%	28
2021 Q2	$1.42M	Hold	7,000	–	–	0.39%	24
2021 Q1	$1.61M	Hold	7,000	–	–	0.49%	23
2020 Q4	$1.27M	Hold	7,000	–	–	0.42%	24
2020 Q3	$1.06M	Hold	7,000	–	–	0.39%	25
2020 Q2	$886K	Hold	7,000	–	–	0.37%	27
2020 Q1	$812K	Buy	+7,000	New	+$812K	0.39%	27